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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,244 | $118,877-67.8% | $96,570-60.4% | $167,536-77.2% |
| Participation rate | 80.0% | 75.5%+4.5pp | 69.8%+10.2pp | 82.1%-2.1pp |
| Annual return | 15.45% | 50.50%-35.0pp | 37.79%-22.3pp | 478.82%-463.4pp |
| Employer contribution / active EE | $1,538 | $3,121-50.7% | $2,357-34.7% | $4,839-68.2% |
| Participant deferral / active EE | $5,145 | $4,617+11.5% | $3,849+33.7% | $6,342-18.9% |
| Admin fee / account holder | $144 | $8,069-98.2% | $6,182-97.7% | $12,315-98.8% |